SEC 13F Intelligence

POWLPOWELL INDS INC

CUSIP 739128106 · Yahoo Finance ↗ · Google Finance ↗

Powell Inds Inc (POWL) has 473 institutional holders in Filings Flow’s 13F database, together reporting 9.45M shares worth $4.8B as of Q1 2026. The largest reported holders are Blackrock, Inc., Northcoast Asset Management LLC, and First Trust Advisors LP.

Institutional Holders
473
Q1 2026
Reported Value
$4.8B
Ticker
POWL
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 77Q4 ’18Q1 ’19: 77Q2 ’19: 88Q2 ’19Q3 ’19: 109Q2 ’21: 94Q2 ’21Q4 ’21: 90Q4 ’22: 94Q4 ’22Q4 ’25: 420Q1 ’26: 473Q1 ’26Q2 ’26: 26filingsflow.com
Total reported value
Q4 ’18: $508MQ4 ’18Q1 ’19: $127MQ2 ’19: $170MQ2 ’19Q3 ’19: $380MQ2 ’21: $257MQ2 ’21Q4 ’21: $389MQ4 ’22: $94MQ4 ’22Q4 ’25: $2.9BQ1 ’26: $4.8BQ1 ’26Q2 ’26: $44Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Vision One Management Partners, LP$232M AUM15.15%$35M65.0KQ1 2026OLDER
Ophir Asset Management Pty Ltd$859M AUM4.56%$37M121.2KQ3 2025OLDER
Voss Capital, LP$1.9B AUM3.90%$74M136.0KQ1 2026OLDER
Archon Capital Management LLC$177M AUM3.27%$5M18.0KQ3 2025OLDER
TEMA ETFS LLC$1.5B AUM3.08%$46M84.7KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM2.75%$705M2.31MQ3 2025OLDER
Aperture Investors, LLC$791M AUM2.70%$21M39.5KQ1 2026OLDER
GKV Capital Management Co., Inc.$267M AUM2.62%$7M12.9KQ1 2026OLDER
Broad Bay Capital Management, LP$1.2B AUM2.33%$22M70.0KQ4 2025OLDER
Candelo Capital Management LP$121M AUM2.26%$3M8.6KQ3 2025OLDER
Quantum Private Wealth, LLC$324M AUM2.24%$7M13.4KQ1 2026OLDER
4D Advisors, LLC$158M AUM2.23%$4M6.5KQ1 2026OLDER
Portolan Capital Management, LLC$1.9B AUM2.18%$41M75.8KQ1 2026OLDER
Integrated Financial Solutions, Inc.$144M AUM2.14%$3M11.9KQ3 2025OLDER
Hodges Capital Management Inc.$1.2B AUM1.83%$22M40.8KQ1 2026OLDER
Sidoxia Capital Management, LLC$116M AUM1.63%$2M3.5KQ1 2026OLDER
LITTLEJOHN FINANCIAL SERVICES, INC.$133M AUM1.46%$2M3.6KQ1 2026OLDER
RPG Investment Advisory, LLC$829M AUM1.26%$10M58.0KQ1 2026OLDER
Eaton Financial Holdings Company, LLC$305M AUM1.24%$4M7.0KQ1 2026OLDER
Pier Capital, LLC$606M AUM1.19%$7M13.4KQ1 2026OLDER
Illumine Investment Management, LLC$130M AUM1.11%$1M2.7KQ1 2026OLDER
Rockline Wealth Management, LLC$460M AUM1.08%$5M9.2KQ1 2026OLDER
Ausbil Investment Management Ltd$201M AUM1.06%$2M3.9KQ1 2026OLDER
Abacus FCF Advisors LLC$444M AUM1.04%$5M8.5KQ1 2026OLDER
ABS Direct Equity Fund LLC$131M AUM1.03%$1M2.5KQ1 2026OLDER
Steadtrust LLC$198M AUM0.99%$2M6.8KQ2 2026
CHATHAM CAPITAL GROUP, INC.$689M AUM0.93%$6M11.8KQ1 2026OLDER
Blackhawk Capital Partners, LLC$273M AUM0.92%$3M4.7KQ1 2026OLDER
Intrinsic Edge Capital Management LLC$603M AUM0.86%$5M9.6KQ1 2026OLDER
Eddie Patel Inc$130M AUM0.85%$1M2.1KQ1 2026OLDER
Expressive Wealth LLC$105M AUM0.84%$881,1452.8KQ1 2026OLDER
J.M. Arbour, LLC$104M AUM0.84%$871,1391.6KQ1 2026OLDER
Fortune Financial Advisors, LLC$196M AUM0.79%$2M2.9KQ1 2026OLDER
Lisanti Capital Growth, LLC$397M AUM0.74%$3M5.4KQ1 2026OLDER
VIRTUS ADVISERS, LLC$215M AUM0.73%$2M2.9KQ1 2026OLDER
Granite Investment Partners, LLC$1.6B AUM0.73%$12M21.9KQ1 2026OLDER
Nicholas Investment Partners, LP$1.4B AUM0.72%$10M18.5KQ1 2026OLDER
S SQUARED TECHNOLOGY, LLC$264M AUM0.70%$2M6.0KQ3 2025OLDER
J2 Capital Management Inc$146M AUM0.66%$963,1221.8KQ1 2026OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.65%$966,3691.8KQ1 2026OLDER
Encompass Capital Advisors LLC$3.3B AUM0.65%$22M40.0KQ1 2026OLDER
First Dallas Securities Inc.$270M AUM0.63%$2M3.2KQ1 2026OLDER
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM0.61%$1M5.6KQ1 2026OLDER
Bay Rivers Group$293M AUM0.59%$2M6.0KQ2 2026
Private Advisory Group LLC$1.5B AUM0.58%$9M16.5KQ1 2026OLDER
ROMAN BUTLER FULLERTON & CO$364M AUM0.58%$2M9.6KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.58%$16M30.4KQ1 2026OLDER
Kassira Wealth Management LLC$109M AUM0.57%$625,4881.2KQ1 2026OLDER
Horizon Investment Services, LLC$288M AUM0.56%$2M3.0KQ1 2026OLDER
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$3.7B AUM0.56%$27M85.0KQ4 2025OLDER
OBERWEIS ASSET MANAGEMENT INC/$3.4B AUM0.55%$18M34.2KQ1 2026OLDER
Cadent Capital Advisors, LLC$386M AUM0.55%$2M3.9KQ1 2026OLDER
Strong Tower Advisory Services$531M AUM0.53%$3M5.2KQ1 2026OLDER
BlueCrest Capital Management Ltd$1.7B AUM0.51%$22M72.8KQ3 2025OLDER
Venture Visionary Partners LLC$3.0B AUM0.50%$15M27.9KQ1 2026OLDER
Aurora Investment Counsel$180M AUM0.49%$941,0393.0KQ4 2025OLDER
Truvestments Capital LLC$554M AUM0.49%$3M5.0KQ1 2026OLDER
Liberty Capital Management, Inc.$537M AUM0.48%$3M8.1KQ4 2025OLDER
Peterson Wealth Services$405M AUM0.47%$2M3.5KQ1 2026OLDER
Stephens Investment Management Group LLC$7.3B AUM0.44%$32M59.8KQ1 2026OLDER
Rodgers Brothers Inc.$866M AUM0.44%$4M7.0KQ1 2026OLDER
Forge First Asset Management Inc.$218M AUM0.43%$933,0233.1KQ3 2025OLDER
Convergence Investment Partners, LLC$611M AUM0.39%$2M4.4KQ1 2026OLDER
Carnegie Investment Counsel$5.1B AUM0.38%$20M36.4KQ1 2026OLDER
HERALD INVESTMENT MANAGEMENT Ltd$718M AUM0.38%$3M5.0KQ1 2026OLDER
CYPRESS ASSET MANAGEMENT INC/TX$455M AUM0.37%$2M5.2KQ4 2025OLDER
FULCRUM WEALTH ADVISORS, LLC$121M AUM0.36%$438,270810Q1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.28%$67M123.9KQ1 2026OLDER
Hel Ved Capital Management Ltd$844M AUM0.27%$1M4.2KQ3 2025OLDER
Munro Partners$3.0B AUM0.27%$8M14.7KQ1 2026OLDER
TCW GROUP INC$13.3B AUM0.27%$35M65.4KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.26%$3M5.3KQ1 2026OLDER
Legato Capital Management LLC$1.1B AUM0.25%$3M5.1KQ1 2026OLDER
Stirlingshire Investments, Inc.$114M AUM0.25%$279,476517Q1 2026OLDER
Demars Financial Group, LLC$304M AUM0.24%$742,9031.4KQ1 2026OLDER
Huntleigh Advisors, Inc.$585M AUM0.24%$1M2.6KQ1 2026OLDER
GK Wealth Management LLC$190M AUM0.24%$358,5681.1KQ4 2025OLDER
Second Half Financial Partners, LLC$222M AUM0.23%$513,485949Q1 2026OLDER
FORA Capital, LLC$1.4B AUM0.22%$3M5.6KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.22%$22M41.2KQ1 2026OLDER
VICTORY FINANCIAL GROUP, LLC$814M AUM0.22%$2M3.3KQ1 2026OLDER
Triasima Portfolio Management inc.$661M AUM0.22%$1M2.7KQ1 2026OLDER
Granahan Investment Management, LLC$2.1B AUM0.21%$5M16.8KQ3 2025OLDER
Invst, LLC$886M AUM0.21%$2M3.4KQ1 2026OLDER
JAMES INVESTMENT RESEARCH, INC.$891M AUM0.20%$2M3.3KQ1 2026OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.20%$27M50.4KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.20%$279M516.6KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.20%$48M87.8KQ1 2026OLDER
QUEST INVESTMENT MANAGEMENT LLC$857M AUM0.19%$2M3.1KQ1 2026OLDER
Sanchez Gaunt Capital Management, LLC$160M AUM0.19%$305,695565Q1 2026OLDER
PALLADIEM, LLC$105M AUM0.18%$190,668826Q1 2026OLDER
New Vernon Capital Holdings II LLC$136M AUM0.18%$379,6671.2KQ4 2025OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.18%$16M29.2KQ1 2026OLDER
Whalen Wealth Management Inc.$187M AUM0.17%$311,662576Q1 2026OLDER
Garner Asset Management Corp$255M AUM0.17%$422,623781Q1 2026OLDER
NAVELLIER & ASSOCIATES INC$960M AUM0.16%$2M2.9KQ1 2026OLDER
Galaxy Group Investments LLC$1.1B AUM0.16%$2M4.8KQ4 2025OLDER
PEAK6 LLC$42.6B AUM0.16%$66M122.5KQ1 2026OLDER
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$220M AUM0.15%$300,291942Q4 2025OLDER
BOCHK Asset Management Ltd$483M AUM0.15%$703,4041.3KQ1 2026OLDER
NEOS Investment Management LLC$19.8B AUM0.14%$24M76.3KQ4 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.14%$85M156.8KQ1 2026OLDER
Rock Creek Group LLC$988M AUM0.14%$1M2.5KQ1 2026OLDER
Gallacher Capital Management LLC$261M AUM0.14%$357,186660Q1 2026OLDER
SIERRA SUMMIT ADVISORS LLC$688M AUM0.13%$866,8111.6KQ1 2026OLDER
Tactive Advisors, LLC$406M AUM0.12%$482,5481.7KQ2 2026
Dynamic Technology Lab Private Ltd$615M AUM0.12%$711,5201.3KQ1 2026OLDER
denkapparat Operations GmbH$242M AUM0.11%$277,033512Q1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.11%$2M2.8KQ1 2026OLDER
OAK RIDGE INVESTMENTS LLC$1.5B AUM0.11%$2M9.5KQ1 2026OLDER
Perbak Capital Partners LLP$406M AUM0.11%$628,5182.1KQ3 2025OLDER
GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM0.11%$6M11.0KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.11%$5M9.2KQ1 2026OLDER
Vest Financial, LLC$8.3B AUM0.10%$9M15.8KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.10%$416,0661.4KQ3 2025OLDER
Tidal Investments LLC$47.4B AUM0.10%$47M87.6KQ1 2026OLDER
PFG Advisors$2.1B AUM0.10%$2M3.8KQ1 2026OLDER
WESBANCO BANK INC$3.6B AUM0.10%$4M6.6KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.10%$54M99.9KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.09%$7M12.5KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.09%$2M5.7KQ1 2026OLDER
Curbstone Financial Management Corp$523M AUM0.08%$441,9741.4KQ3 2025OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.08%$7M13.2KQ1 2026OLDER
Patten Group, Inc.$575M AUM0.08%$462,082854Q1 2026OLDER
Walleye Trading LLC$60.0B AUM0.08%$47M87.8KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.08%$352,784652Q1 2026OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.07%$12M42.5KQ2 2026
SteelPeak Wealth, LLC$3.9B AUM0.07%$3M10.1KQ2 2026
Elevated Financial Group LLC$308M AUM0.07%$226,713419Q1 2026OLDER
CastleKnight Management LP$6.0B AUM0.07%$3M10.2KQ4 2025OLDER
EWA, LLC$548M AUM0.07%$393,6951.4KQ2 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.07%$22M41.3KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.07%$684,4661.3KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.07%$1M2.5KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.07%$51M93.6KQ1 2026OLDER
CIM, LLC$692M AUM0.07%$472,904874Q1 2026OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.07%$2M4.3KQ1 2026OLDER
POLEN CAPITAL MANAGEMENT LLC$14.5B AUM0.07%$9M17.5KQ1 2026OLDER
Cypress Point Wealth Management, LLC$464M AUM0.06%$300,300555Q1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.06%$6M11.9KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.06%$534,046987Q1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.06%$361,1781.1KQ4 2025OLDER
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM0.06%$536,9251.9KQ2 2026
Janus Henderson Group Ltd.$209.4B AUM0.06%$122M225.0KQ1 2026OLDER
JT Stratford LLC$786M AUM0.06%$456,130843Q1 2026OLDER
INTRUST BANK NA$1.2B AUM0.06%$696,3691.3KQ1 2026OLDER
Cynosure Group, LLC$800M AUM0.06%$451,802835Q1 2026OLDER
Sava Infond d.o.o.$1.4B AUM0.05%$773,1722.7KQ2 2026
Baird Financial Group, Inc.$64.0B AUM0.05%$35M64.3KQ1 2026OLDER
Richard Bernstein Advisors LLC$3.4B AUM0.05%$2M3.2KQ1 2026OLDER
Allied Investment Advisors, LLC$697M AUM0.05%$347,373642Q1 2026OLDER
SkyOak Wealth, LLC$546M AUM0.05%$276,701868Q4 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.05%$29M52.3KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.05%$514,5111.6KQ4 2025OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.05%$750,1372.5KQ3 2025OLDER
Fisher Asset Management, LLC$294.9B AUM0.05%$139M256.9KQ1 2026OLDER
Mizuho Markets Cayman LP$1.9B AUM0.04%$871,2262.7KQ4 2025OLDER
DOCK STREET ASSET MANAGEMENT INC$951M AUM0.04%$410,139758Q1 2026OLDER
McGowan Group Asset Management, Inc.$785M AUM0.04%$337,672624Q1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.04%$4M6.5KQ1 2026OLDER
LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM0.04%$1M1.9KQ1 2026OLDER
IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM0.04%$619,6792.0KQ3 2025OLDER
WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM0.04%$20M66.3KQ3 2025OLDER
Jump Financial, LLC$7.5B AUM0.04%$3M5.8KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.04%$1M3.8KQ4 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.04%$2M4.2KQ1 2026OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.04%$99,063325Q3 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.04%$262,137860Q3 2025OLDER
DANSKE BANK A/S$41.5B AUM0.04%$15M27.9KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.04%$175M323.6KQ1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.04%$960,0001.8KQ1 2026OLDER
Trek Financial, LLC$1.9B AUM0.04%$679,0551.3KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.04%$5M8.9KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.03%$63,974118Q1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.03%$3M4.9KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.03%$714,2261.3KQ1 2026OLDER
TECTONIC ADVISORS LLC$1.9B AUM0.03%$619,5373.4KQ1 2026OLDER
KAYNE ANDERSON CAPITAL ADVISORS LP$5.2B AUM0.03%$2M3.1KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.03%$4M6.9KQ1 2026OLDER
Baader Bank Aktiengesellschaft$1.3B AUM0.03%$473,9631.6KQ3 2025OLDER
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.03%$2M5.7KQ2 2026
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.03%$4M7.0KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.03%$741,2801.4KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.03%$19M34.7KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.03%$49M89.7KQ1 2026OLDER
HighPoint Advisor Group LLC$2.4B AUM0.03%$625,4602.0KQ4 2025OLDER
Rossby Financial, LCC$489M AUM0.03%$138,513250Q1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.03%$745,3952.6KQ2 2026
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.03%$361,983669Q1 2026OLDER
Spire Wealth Management$3.3B AUM0.03%$905,3443.2KQ2 2026
Shay Capital LLC$1.2B AUM0.03%$304,8101.0KQ3 2025OLDER
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.03%$35,71166Q1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.03%$19M35.9KQ1 2026OLDER
Numerai GP LLC$997M AUM0.03%$215,814677Q4 2025OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.03%$2M4.1KQ1 2026OLDER
Advyzon Investment Management, LLC$1.1B AUM0.02%$268,624496Q1 2026OLDER
Headlands Technologies LLC$878M AUM0.02%$284,671893Q4 2025OLDER
Valeo Financial Advisors, LLC$4.7B AUM0.02%$1M3.8KQ2 2026
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.02%$3M8.4KQ3 2025OLDER
Trexquant Investment LP$13.9B AUM0.02%$3M5.5KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.02%$6M11.0KQ2 2026
Sterling Capital Management LLC$5.3B AUM0.02%$1M2.1KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.02%$187M344.9KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.02%$2M4.5KQ1 2026OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.02%$134,729249Q1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.02%$3M5.8KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.02%$131M241.8KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.02%$787,8121.5KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.02%$1M3.9KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.02%$35M65.1KQ1 2026OLDER
Concentric Capital Strategies, LP$1.2B AUM0.02%$221,843410Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.02%$13M24.3KQ1 2026OLDER
RFG Advisory, LLC$5.4B AUM0.02%$1M1.9KQ1 2026OLDER
ARS Investment Partners, LLC$2.3B AUM0.02%$277,072909Q3 2025OLDER
ASSETMARK, INC$49.0B AUM0.02%$9M16.5KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.02%$86,566284Q3 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.02%$8M14.2KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.02%$135M250.1KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.02%$7M21.7KQ3 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.02%$221,303409Q1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.02%$702,8631.3KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$1M2.6KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.02%$1M2.0KQ1 2026OLDER
Kovack Advisors, Inc.$1.9B AUM0.02%$301,266547Q1 2026OLDER
Cornerstone Investment Partners, LLC$2.4B AUM0.02%$382,002706Q1 2026OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.02%$642,2621.2KQ1 2026OLDER
BELLEVUE ASSET MANAGEMENT, LLC$200M AUM0.02%$31,38258Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.02%$11M20.7KQ1 2026OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.02%$3M5.4KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$1M2.2KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.02%$1M2.3KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.02%$746,6901.4KQ1 2026OLDER
Man Group plc$55.1B AUM0.02%$8M15.4KQ1 2026OLDER
Advisor OS, LLC$1.4B AUM0.02%$207,775384Q1 2026OLDER
Sigma Planning Corp$3.6B AUM0.01%$536,172991Q1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.01%$3M5.2KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.01%$1M2.8KQ1 2026OLDER
WEXFORD CAPITAL LP$690M AUM0.01%$100,590330Q3 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$3M5.2KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$761M1.41MQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$10M19.1KQ1 2026OLDER
Meeder Advisory Services, Inc.$2.4B AUM0.01%$315,520583Q1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$423,125782Q1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$144,898506Q2 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$48M88.2KQ1 2026OLDER
Tidemark, LLC$393M AUM0.01%$49,77992Q1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$582,2031.1KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.01%$595,1881.1KQ1 2026OLDER
Acropolis Investment Management, LLC$2.3B AUM0.01%$279,739517Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$40M75.8KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$1M2.6KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$1M2.5KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.01%$1M2.0KQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.01%$204,853379Q1 2026OLDER
UBS Group AG$666.3B AUM0.01%$79M146.1KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$14M25.2KQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.01%$1M2.0KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$112,545208Q1 2026OLDER
Avidian Wealth Enterprises, LLC$3.2B AUM0.01%$363,567672Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$23M42.2KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$68M126.0KQ1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.01%$636,8581.2KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$208M383.6KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.01%$2M7.5KQ3 2025OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.01%$126,162233Q1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.01%$643,3441.2KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.01%$870,7251.6KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$10M17.8KQ1 2026OLDER
FIDUCIARY TRUST CO$8.5B AUM0.01%$873,3031.6KQ1 2026OLDER
SBI Okasan Asset Management Co.Ltd.$2.4B AUM0.01%$251,280500Q1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$10M31.6KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.01%$573,5451.1KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$5M9.9KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$2M7.6KQ4 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.01%$2M3.8KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$12M21.8KQ1 2026OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.01%$14M25.6KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$364,688674Q1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.01%$2M3.6KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$36M66.2KQ1 2026OLDER
Savvy Advisors, Inc.$3.7B AUM0.01%$336,552622Q1 2026OLDER
Linscomb Wealth, Inc.$2.2B AUM0.01%$201,823373Q1 2026OLDER
Caption Management, LLC$17.1B AUM0.01%$2M8.5KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$5M9.6KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M4.2KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.01%$53,02698Q1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.01%$121,767220Q1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$1M2.7KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$16M29.5KQ1 2026OLDER
State of Wyoming$844M AUM0.01%$69,258128Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$7M12.9KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$131M242.9KQ1 2026OLDER
USA FINANCIAL FORMULAS$531M AUM0.01%$43,28680Q1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$9M16.2KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$219,137405Q1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$61M112.4KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$68M126.5KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$51M93.8KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.01%$384,640710Q1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$434,402803Q1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$16M29.6KQ1 2026OLDER
CASTLEARK MANAGEMENT LLC$3.0B AUM0.01%$221,843410Q1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$5M9.7KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$40M73.3KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$2M3.3KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$4M7.3KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.01%$10M32.6KQ3 2025OLDER
Capital World Investors$732.9B AUM0.01%$52M95.8KQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.01%$303,546561Q1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M3.8KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$196M362.4KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.01%$2M3.6KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$5M9.8KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$1M2.3KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$6M11.3KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$205,070379Q1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.01%$2M3.7KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$10M19.2KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$2M4.0KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$230M424.6KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$1M2.1KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$956,3403.0KQ4 2025OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$208,185683Q3 2025OLDER
Caprock Group, LLC$4.1B AUM0.01%$231,041427Q1 2026OLDER
STRS OHIO$25.2B AUM0.01%$1M2.6KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$565,4291.0KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.01%$5M8.5KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.01%$3M18.2KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.01%$16M29.6KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$352,784652Q1 2026OLDER
Commonwealth Retirement Investments LLC$323M AUM0.01%$15,93950Q4 2025OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.01%$219,137405Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$1M2.5KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$911,5491.7KQ1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.00%$8,65816Q1 2026OLDER
Valmark Advisers, Inc.$8.4B AUM0.00%$368,8201.2KQ3 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$40,76175.3KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.00%$256,934475Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$169,899314Q1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$1M2.1KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$365,356675Q1 2026OLDER
Solstein Capital, LLC$244M AUM0.00%$10,82220Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$16M29.1KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.00%$208,482654Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$1M1.9KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$294,888545Q1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$44,92082Q1 2026OLDER
Vermillion & White Wealth Management Group, LLC$174M AUM0.00%$7,33123Q4 2025OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.00%$4M8.2KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M2.5KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$402,813727Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$61M192.7KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$49M90.8KQ1 2026OLDER
Legacy Wealth Managment, LLC/ID$201M AUM0.00%$7,03513Q1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$1M7.3KQ1 2026OLDER
Darwin Wealth Management, LLC$321M AUM0.00%$11,15735Q4 2025OLDER
Crestwood Advisors Group, LLC$5.9B AUM0.00%$204,528378Q1 2026OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.00%$529,717979Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$3M6.0KQ1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.00%$274,328507Q1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$482,643892Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$15,15028Q1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$2M2.9KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$225M706.6KQ4 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$12M22.3KQ1 2026OLDER
Frazier Financial Advisors, LLC$181M AUM0.00%$5,42017Q4 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$107,134198Q1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.00%$37,87670Q1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$2M4.3KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$4M6.6KQ1 2026OLDER
Johnson Financial Group, Inc.$2.8B AUM0.00%$80,775265Q3 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$11,90422Q1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$302,464559Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$12M23.1KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$585,9901.1KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$13M24.8KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$221,302409Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M3.3KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.00%$268,732843Q4 2025OLDER
AE Wealth Management LLC$18.5B AUM0.00%$486,450899Q1 2026OLDER
EASTERN BANK$6.5B AUM0.00%$171,816600Q2 2026
Verition Fund Management LLC$15.4B AUM0.00%$669,4382.1KQ4 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$627,1111.2KQ1 2026OLDER
BANQUE PICTET & CIE SA$14.2B AUM0.00%$440,5541.4KQ4 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$9,74018Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$2M3.1KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$77,374143Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$14M25.7KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$9,19817Q1 2026OLDER
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.00%$3,7887Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$173,146320Q1 2026OLDER
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM0.00%$16,77331Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$12M22.8KQ2 2026
Quantinno Capital Management LP$59.9B AUM0.00%$1M2.5KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$1M2.2KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$125,029231Q2 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$9M17.5KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$5M9.4KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$2M3.7KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$57,794115Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$2M4.4KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$8M15.5KQ1 2026OLDER
FAYEZ SAROFIM & CO$39.1B AUM0.00%$784,5661.4KQ1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$54,108100Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$4M7.1KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$890,0124.9KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$370,102684Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$4M7.7KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$310,580574Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$2M4.6KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$214,809397Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$5M16.1KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$396,071732Q1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$475,068878Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$618,9961.1KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$15,24150Q3 2025OLDER
MCF Advisors LLC$2.3B AUM0.00%$35,71266Q1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$207,234383Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$50,32493Q1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$21,47775Q2 2026
Swiss Life Asset Management Ltd$20.4B AUM0.00%$305,710565Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$28,13652Q1 2026OLDER
&PARTNERS$20.2B AUM0.00%$294,815545Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$80,680253Q4 2025OLDER
FWL INVESTMENT MANAGEMENT, LLC$456M AUM0.00%$6,49312Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$8,65716Q1 2026OLDER
Avanza Fonder AB$3.6B AUM0.00%$50,32093Q1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$214,809397Q1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.00%$514,2141.7KQ3 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$3M4.7KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$365,227675Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$1M2.0KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$1M2.1KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$804,0441.5KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$11,15735Q4 2025OLDER
COMMERCE BANK$20.7B AUM0.00%$241,862447Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$1M1.9KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$198,036366Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$22,18441Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$578,3591.1KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$205,069379Q1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$1M2.4KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$277,574513Q1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$2M2.8KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$15M30.1KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$201,469632Q4 2025OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$693,1231.3KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$647,1331.2KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$2,31511Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$854,3651.6KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$4M6.6KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$2,4388Q3 2025OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$1,0832Q1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$22,72542Q1 2026OLDER
Wealthfront Advisers LLC$45.6B AUM0.00%$377,133697Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$899,3291.7KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$52,56097Q1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$18,93835Q1 2026OLDER
AVIVA PLC$59.6B AUM0.00%$465,870861Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$30,068105Q2 2026
IFP Advisors, Inc$4.8B AUM0.00%$37,33569Q1 2026OLDER
Triumph Capital Management$491M AUM0.00%$3,7887Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$45,417149Q3 2025OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$18,28960Q3 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$2,21413Q1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$6,49312Q1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$522,683966Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$161,729507Q4 2025OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$13,31224Q1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$208,859386Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$973,9441.8KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$16,46054Q3 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$222,925412Q1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$43,44980Q1 2026OLDER
Colonial Trust Co / SC$735M AUM0.00%$3,48621Q1 2026OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.00%$304,8101.0KQ3 2025OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$2,5779Q2 2026
Assenagon Asset Management S.A.$80.2B AUM0.00%$352,7961.2KQ2 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$255,024800Q4 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$73,587136Q1 2026OLDER
NATIXIS$28.0B AUM0.00%$112,848354Q4 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$23,80844Q1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$2,1654Q1 2026OLDER
Davis Capital Management$169M AUM0.00%$5732Q2 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$63,324117Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$28,13652Q1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$1,6233Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$846,7901.6KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$546,0651.0KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$1,0832Q1 2026OLDER
Leonteq Securities AG$2.7B AUM0.00%$4,43320Q4 2025OLDER
Rachor Investment Advisory Services, LLC$203M AUM0.00%$5421Q1 2026OLDER
Noble Wealth Management PBC$223M AUM0.00%$5732Q2 2026
Trifecta Capital Advisors, LLC$646M AUM0.00%$1,6243Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$27,05450Q1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$5411Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$172,602319Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$5411Q1 2026OLDER
Atlantic Private Wealth, LLC$153M AUM0.00%$3191Q4 2025OLDER
Quarry LP$558M AUM0.00%$1,0822Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.